M1 Capital Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.34M Buy
3,556
+397
+13% +$159K 0.5% 45
2026
Q1
$978K Buy
3,159
+346
+12% +$114K 0.45% 49
2025
Q4
$973K Buy
2,813
+98
+4% +$35K 0.41% 48
2025
Q3
$896K Sell
2,715
-265
-9% -$81.3K 0.39% 48
2025
Q2
$821K Buy
2,980
+183
+7% +$39.7K 0.41% 46
2025
Q1
$468K Buy
2,797
+12
+0.4% +$2.54K 0.29% 47
2024
Q4
$646K Buy
+2,785
New +$515K 0.35% 40

Other funds holding AVGO

M1 Capital Management's AVGO Position: Q2 2026 in Review

M1 Capital Management increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $159K and bringing the position to 3,556 shares worth $1.34M. The position accounts for 0.5% of the portfolio, ranked #45.

M1 Capital Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,858 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • M1 Capital Management held 3,556 shares of Broadcom worth $1.34M as of Q2 2026.
  • M1 Capital Management bought 397 Broadcom shares in Q2 2026, an estimated $159K.
  • Broadcom made up 0.5% of M1 Capital Management's portfolio in Q2 2026, its #45 holding.
  • M1 Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,858 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.